MARCH 2019 Skirball Monthly Meeting ARCHIVE

Saturday, March 16, 2019

THIS IS AN ARCHIVED PRESENTATION FROM THE ABOVE DATE

TOPIC 1

Team member
NICHOLAS ATKESON
Founding Partner, Delta Investment Management, LLC

Two Leading Indicators that Predict Recession and Crashes

Delta Investment Management is a San Francisco-based registered advisory firm that specializes in quantitative market timing programs to avoid major stock market declines and to participate in bull markets. The company identifies simple, robust quantitative measures that indicate when risk is elevated and equity exposures should be reduced. Nicholas
Atkeson will discuss how, during bullish periods, dual momentum relative strength models can be used to invest in the strongest sectors in the market.

You will learn…
  • How to identify in advance an elevated risk for a sustained bear market using rules-based, simple quantitative indicators
  • The tools necessary to apply a systematic trading system to your portfolio to achieve outperformance during bullish stock market periods research
  • How to interpret and use the Delta Market Sentiment Indicator (MSI) published in Barron’s and to interpret the indicators in the Delta Stock Market Dashboard

Nicholas Atkeson is a founding partner of Delta Investment Management LLC, a registered investment advisory firm based in San Francisco.

Previously, Atkeson was a partner and portfolio manager of Delta Force Capital LLC, a San Francisco-based hedge fund. Prior to Delta Force Capital, Atkeson was a managing director for Banc of America Securities and Susquehanna International Group LLC.

Atkeson is co-author of “Win by Not Losing: A Disciplined Approach to Building and Protecting Your Wealth in the Stock Market by Managing Your Risk” (McGraw-Hill, 2013). He graduated from Haverford College, Phi Beta Kappa with a B.A. in economics, and from Stanford University Graduate School of Business.

Download Presentation SlidesClicking here opens in a new tab

TOPIC 2

Team member
JOYCE ROBERTSON
Executive Director, ADX Computer Systems
Team member
GRACE GREER ST. CLAIR
Managing Partner, Law Offices of Grace Greer St. Clair

How To Protect Yourself In Today’s Cyber World

Technical innovations and “cloud” automation continue to increase, and accessing online data is easier than ever. With these advances, cyber security risks, scams and fraud are also increasing throughout the digital world. Older adults are especially vulnerable, and continued education is key to understanding the risks and gaining knowledge to protect against the dangers of cyber predators and cyber bullying. Additionally, there are many legal issues surrounding cyber security and digital assets that are now becoming the hottest legal issues in the workplace. Know the risks and know how to protect yourself!

You will learn…
  • An understanding of cyber risks and your exposure; top cyber scams and how to avoid them
  • Best practices and reasonable precautions; cyber security trends and future predictions
  • Whether you should be concerned about lawsuits and cyber security

Joyce Robertson is the co-owner of ADX Computer Systems, a full-service IT solution provider and consulting firm working with systems in health care and various small business sectors. She is also co-founder of WIN- Networking, supporting the growth and development of entrepreneurs and small businesses. She is the executive director of the nonprofit Foundation for Senior Services.

Grace Greer St. Clair began her career at O’Melveny & Myers. In 1997, she opened up her own law practice helping families and small business owners. A victim of a cyber event herself, St. Clair brings a unique understanding and sensitivity to this topic. St. Clair is also the co-leader of the Foundation for Senior Services South Bay Chapter, providing legal expertise to seniors in need.

Download Presentation SlidesClicking here opens a new tab
Download Presentation SlidesClicking here opens in a new tab
div#stuning-header .dfd-stuning-header-bg-container {background-image: url(https://aaiila.org/wp-content/uploads/2018/08/slide_skirball-1.jpg);background-size: initial;background-position: center center;background-attachment: initial;background-repeat: initial;}#stuning-header div.page-title-inner {min-height: 400px;}